If you’re looking to use the entire credit note then enter its full value. Click ‘Apply credit’ when you’re done.
5. That’s it!
The invoice and credit note are now netted off against each other and will show as settled in your account. If you view the credit note again in your ‘Invoicing’ overview, you’ll notice that its status has been updated to ‘Applied against invoice’. Similarly, the invoice you've applied the credit note to will update to a status of 'Cancelled by credit note’.
How to match an invoice to a credit note
As well as opening a credit note to match it to an invoice, you can also open an invoice and match it to a credit note. Once you’ve opened the relevant invoice, click on the ‘Actions’ drop-down and then select ‘Apply existing credit note'.
If you’re refunding a customer
If you need to refund a customer, make sure to explain the bank transaction as ‘Type: Credit Note Refund’ when it appears in your account.
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